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Investment Advisory Services Manager
2 weeks ago
We are seeking a highly skilled Investment Advisory Services Manager to join our team at bankfab. This role involves providing complex cross-asset class active investment advisory services directly to select clients of the Private Banking and Key Client Group segments.
- Work with clients on a day-to-day basis to advise them on managing their investment portfolios in line with their goals and objectives.
- Generate investment ideas tailored to market trends, customer profile, and FAB investment views.
- Perform robust and detailed portfolio management, execution, and follow-up of IA mandates in adherence with the Bank's policies & procedures.
To be successful in this role, you will need:
- Excellent knowledge of the financial markets and financial tools.
- Deep understanding of the global economy and capital markets, equity and fixed income analysis, asset allocation, portfolio construction, and risk management for client portfolios.
- Solid analytic and communication skills.